Manulife Investment Management expects AI spending has not yet peaked

SighingCashier · 2026-03-22T19:24:52+00:00

Manulife Investment Management Senior Manager Ryan Davies pointed out that despite market concerns about artificial intelligence spending potentially peaking, it is still too early for hyperscale vendors to reduce spending. Although elevated memory prices are impacting the semiconductor industry, there are still many investment opportunities across the sector, and investors should seize opportunities to buy on dips.

SighingCashier

2026-03-22 19:24:52

Abstract generation in progress

March 23, 2026

Manulife Investment Management expects AI spending to peak soon

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Market concerns about global artificial intelligence (AI) capital expenditure reaching its peak. Ryan Davies, senior portfolio manager at Manulife Investment Management, believes that it is still premature for hyperscalers to cut capital spending. Despite the expectation that global memory prices will remain high for the rest of the year, continuing to trouble the semiconductor industry, there are still many overlooked investment opportunities in the overall semiconductor sector. Investors should seize the opportunity to buy low.
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